Ryan Spencer
Ryan Spencer is a registered investment advisor at Cherokee & Walker Management, based in Salt Lake City, UT, with 11 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 9 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cherokee & Walker charges a management fee of 2% per year on the net unreturned capital contributed to the Pooled Investment Vehicles (PIVs). They also charge a 20% performance fee on distributed profits exceeding operating expenses and management fees. These fees are deducted directly from each PIV on a monthly or quarterly basis. Cherokee & Walker can also charge the same fees for managing co-funded capital of substantial PIV investors.
Location
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT, 84121
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Regulatory History (1)
Customer Dispute
November 2017Other Business Activities
Ryan is a member of SWG Salt Lake City, LLC, an artificial turf and putting greens business, providing financial and operational assistance a few hours per week. He is also a member of Northrock Companies, LLC, a multi-family property acquisition and management business, dedicating minimal time.
Employment History
Current Registrations
Cherokee & Walker Management
Previous Registrations
National Investment Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.